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Administrator users can create a non-origin user if Origin Integration is disabled on Company PreferencesConfiguration screen.


Here are the steps on how to create a new user:

Note
Make sure origin integration is disabled on Company Configuration, otherwise, creation of new users will not be allowed.
  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Users 
  3. On Search User Entity screen, click New button. Create New Entity screen will appear
    Image Added
  4. Enter user details (Name, Contact, Email, Phone, Address and Zip/Postal). Then click Add button. Optionally, user may skip this part and click Close button to move to User Entity screen.
    Image Added
  5. All information entered in Create New Entity screen will be carried over to User Entity screen:
    Image Added

  6. Fill all other information as well as the required fields. Click User tab and fill in necessary information.
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    Expand
    titleRequired fields

    Entity tab:

    1. Name 

    2. Contact Name

    3. Location Name

    User tab:

    4. Username

    5. Password 

    6. Default Role

  7. Click Save button. New user will be created:

Expand
title15.3

Here are the steps on how to create a new user:

Note
Make sure origin integration is disabled on Company Preferences, otherwise, New toolbar button will not appear
  1. Log in

...

  1. as Admin user
  2. On user’s menu panel, go

...

  1. to System Manager folder then click Users 

...

  1. On Search Users

...

  1.  screen,

...

  1. click New

...

  1.  toolbar button. Create New User

...

  1.  screen will appear
    Image Modified
  2. Enter user details (Username, Password, Confirm Password, Full

...

  1. Name and

...

  1.  Email). Then

...

  1. click OK

...

  1.  toolbar button.
    Image Modified

...

  1. Click Save

...

  1.  toolbar button. New user will be created:
    Image Modified
Expand
title15.2

Here are the steps on how to create a new user:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click User Security
  3. On Search User Security screen, click New toolbar button. Create New User screen will appear
  4. Enter user details (Username, Password, Confirm Password, Full Name and Email). Then click OK toolbar button.
  5. Click Save toolbar button. New user will be created:

...